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PRIVATE WEALTH ADVISORS
1111 E Herndon Ave
Suite 109
Fresno, California 93720
Tel: 559-451-3463
About PRIVATE WEALTH ADVISORS
PRIVATE WEALTH ADVISORS, formally registered with the SEC as PRIVATE WEALTH ADVISORS. The firm was established in 01/02/2008. They have over 6 offices throughout the country.
PRIVATE WEALTH ADVISORS is a Fresno, California based Financial Planning firm with nearly $352,844,806 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141971 |
| SEC# | 801-68605 |
| Assets Managed by Firm | $352,844,806 |
| No. of Clients | 992 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 992 | $352,844,806 |
| Individuals (other than high net worth individuals) | 550 | $99,569,759 |
| High net worth individuals | 62 | $247,396,737 |
| Pension and profit sharing plans | 4 | $5,806,862 |
| Charitable organizations | 1 | $71,448 |
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